# Event Details

- **Event Name**: 2026 Annual Planning Session
- **Event Start and End Date**: Fri, 05 Dec, 2025 at 08:30 am – Fri, 05 Dec, 2025 at 12:30 pm
- **Event Description**: Plan. Grow. Win 2026.

Annual Production Forecast, Growth Plan & Goal Setting Workshop

Step into 2026 with clarity, confidence, and a purpose-driven plan.
This immersive workshop—built on The 5 Types of Wealth—follows Fortune’s proven annual planning framework to help you design your roadmap for growth, fulfillment, and lasting impact.

You’ll walk away with:
✅ A clear 2026 Production Forecast & Growth Plan
✅ A Goal Setting Strategy that drives action
✅ Defined outcomes for all Five Business Engines
✅ A Marketing Plan that fuels New Patient growth

Facilitators:
Jeanne Williams – Managing Partner & Executive Coach, Fortune
Brad Hunsaker – Chief Legal Officer & Executive Coach, Fortune

? Location: Legends Hall at The Marq, 285 Shady Oaks Drive, Southlake, TX
? $65 per person | 4 CEs
Includes breakfast, lunch & workbook

Not a current Fortune client?
$199 per person or $499 for a team of 5 (special promotion!)

? RSVP by Friday, November 28
? https://bit.ly/AnnualPlan2026

For details, contact Cassandra Silva
? 847-331-5728 | ? cassandrasilva@fortunemgmt.com
- **Event URL**: https://allevents.in/southlake/2026-annual-planning-session/200029130783919
- **Event Categories**: workshops
- **Interested Audience**: 
  - total_interested_count: 6

## Ticket Details

- **Ticket URL**: https://www.fortunemgmt.com/events/annual-planning-2026-14?utm_source=AllEvents.in&utm_medium=event-discovery-platform&utm_campaign=southlake-events

## Event venue details

- **city**: Southlake
- **state**: TX
- **country**: United States
- **location**: Legends Hall at The Marq Southlake
- **lat**: 32.94324860091
- **long**: -97.157976813636
- **full address**: Legends Hall at The Marq Southlake, 285 Shady Oaks, Southlake, TX 76092-6150, United States

## Event Organizer details

- **affiliate_id**: 2
- **organizer**: Fortune Management Greater Dallas (https://allevents.in/org/fortune-management-greater-dallas/25467912)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events2/banners/dee51fa8116be7c9005c56b228d7cedea62fbbf7bf758d028b95ed5edf516ea2-rimg-w1200-h675-dc15195c-gmir?v=1764396030
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events2/banners/4ae84d82a73199ed98fbff50e2e6c7d47893d8c1f602b5a7a04fcd311c0e63a0-rimg-w300-h300-dc070948-gmir?v=1764396031

## FAQs

- **Q**: When is the event happening?
  - **A:** Fri, 05 Dec, 2025 at 08:30 am
- **Q**: Where is the event happening?
  - **A:** Legends Hall at The Marq Southlake, 285 Shady Oaks, Southlake, TX 76092-6150, United States
- **Q**: Who is organizing the event?
  - **A:** Fortune Management Greater Dallas
- **Q**: What type of event is this?
  - **A:** workshops
- **Q**: Where can I find ticket details about 2026 Annual Planning Session ?
  - **A:** You can find ticket details about this event on AllEvents.

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